Web Cliento Glossary Contact Organization Lead / Opportunity Account Customer Tracking Customer Service Analysis Contact A contact is a person - an individual with whom you have some kind of a business relationship. Web Cliento allows you to manage your contacts and share them with other applications. Organization An organization is a company, agency, or group with whom you do business. You can have multiple contacts for an organization, just as a CRM contact might belong to multiple organizations. Lead / Opportunity A lead is a prospect with whose business you are trying to acquire. It could be a potential sale, account, or someone with whom you want to collaborate. Web Cliento offers the features that help you keep track of and develop your business leads. Account Once you close a deal, your lead becomes an account. An account is someone with whom you have an existing business relationship. Web Cliento provides the CRM tools to help you manage you accounts better. Customer Tracking Customer tracking is the main purpose of using CRM software. You need to organize you business contacts and record interactions with customers - Web Cliento was developed to help you do these things more efficiently. Customer Service Analysis The term customer service analysis loosely describes some of the more advanced features of CRM software, such as sales force automation. These kinds of CRM tools help you hone your customer interaction techniques and build business.   New To CRM? CRM software FAQ Advantages of web software Choosing a CRM solution About Web Cliento Top 10 Reasons to Try It AppShore On Demand Browser Requirements Security Standards   Get a free trial View the online demo   Copyright 2006 by Erudite Systems, Inc.

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